Die Lieferkettenrevolution der globalen Finanzwelt

HONGKONG – Im März 2011 wurde durch das katastrophale Erdbeben, den Tsunami und die Nuklearkatastrophe in Japan die Produktion von Schlüsselkomponenten gestoppt, von denen viele globale Lieferketten abhängig sind. Der plötzliche Ausfall dieser wichtigen Materialien aus dem Produktionsprozess führte zu einer Neubetrachtung der Funktionsweise dieser Lieferketten. Aber solche Schwachstellen beschränken sich nicht nur auf den Produktionssektor. Auch die Finanzindustrie hat kürzlich ihre eigene “Lieferketten”-Kernschmelze erlebt.

Der Zusammenbruch von Lehman Brothers im Jahr 2008 betraf nicht nur die globalen Finanzmärkte, sondern brachte auch den Welthandel praktisch zum Stillstand, da sich Großbanken aus Angst vor der Zahlungsunfähigkeit der Gegenseite nicht mehr untereinander finanzierten. Das einfache Banksystem der Vergangenheit, das auf der Konzentration von Ersparnissen zur Finanzierung des Geldbedarfs von Kreditnehmern beruhte, hatte sich zu einer hochkomplexen – und globalen – Lieferkette mit Ausfallrisiken entwickelt, die vergleichbar mit denen in Japan im letzten Frühjahr waren.

Die Lieferketten des Finanzwesens und diejenigen des Produktionssektors haben drei Schlüsselfunktionen gemeinsam – Architektur, Feedback-Mechanismen und Prozesse – und ihre Robustheit und Effizienz hängen davon ab, wie diese Komponenten interagieren.

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